RT24: The Value of Liquidity ft. John Fidler, Christopher Vogt & Jonathan Miles – 1of2
On today’s episode, guest host Ranjan Bhaduri speaks with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Trust, Christopher Vogt, Director of Equity Strategies at Margaret Cargill Philanthropies, and Jonathon Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. With these experts on managed futures, we will discuss how managed futures is being incorporated into institutional portfolios, illiquid versus liquid investments, and what role alternative investments play in today’s investment landscape.
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In This Episode, You’ll Learn:
- What managed future strategies John sees the more successful managers gravitating towards
- Why diversification isn’t always the best idea, and what alternative strategies Jonathan recommends
- The advantages and disadvantages of having illiquid versus liquid investments
- The heuristic crutch of private equity
- Why Christopher is wary to always choose emerging managers over more established ones
- The importance of a strong operational due diligence in managing portfolios
- How trend following will need to evolve amid machine learning and changing markets
- How Jonathan’s risk premia strategies transformed how his firm looked at managed futures
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Links Mentioned:
- The Impact of Crowding in Alternative Risk Premia Investing
- Hedge Funds Are Not an Asset Class: Implications for Institutional Portfolios
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Learn more about John Fidler and Commonwealth Bank and Trust
Learn more about Jonathan Miles and Ascent Private Capital Mgt of U.S. Bank
Learn more about Christopher Vogt and Margaret Cargill Philanthropies
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